{"id":15123,"date":"2018-09-04T13:38:37","date_gmt":"2018-09-04T17:38:37","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/17\/sales-management\/"},"modified":"2023-08-21T17:41:05","modified_gmt":"2023-08-21T17:41:05","slug":"sales-management","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2018\/09\/04\/sales-management\/","title":{"rendered":"Sales management"},"content":{"rendered":"<h3><span style=\"font-family: arial, helvetica, sans-serif;\">Effectively manage your customer relationships and sales<\/span><\/h3>\n<p><span style=\"font-family: arial, helvetica, sans-serif;\">Our CRM tools for sales management. Email solicitation and our sales goal boards allow you to quickly obtain information to manage your activities and your customer follow-ups.<\/span><br \/>\n<span style=\"font-family: arial, helvetica, sans-serif;\">Here is a rundown of everything you can do.<\/span><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong>1. The follow-up dates<\/strong><\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">Don&#8217;t miss opportunities to communicate at the right time with all your prospects to follow up on sales management. Easy, user-friendly, accessible at all times.<\/span><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8847 size-full\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-15-at-10.30.12.png\" alt=\"\" width=\"1134\" height=\"262\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-15-at-10.30.12.png 1134w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-15-at-10.30.12-300x69.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-15-at-10.30.12-768x177.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-15-at-10.30.12-1024x237.png 1024w\" sizes=\"auto, (max-width: 1134px) 100vw, 1134px\" \/><\/strong><\/span><\/h3>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong>2. The solicitation history<\/strong><\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">Consult the entire history of your solicitation actions, client by client. Your memory will thank you!<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8857 size-full\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-29-at-15.13.52.png\" alt=\"\" width=\"583\" height=\"331\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-29-at-15.13.52.png 583w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Screen-Shot-2016-04-29-at-15.13.52-300x170.png 300w\" sizes=\"auto, (max-width: 583px) 100vw, 583px\" \/><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong>3. The projection table<\/strong><\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">Get an overview with graphs on the<strong> closing rate<\/strong> , in<strong> number of proposals<\/strong> , in money in addition to obtaining<strong> statistics by customer type<\/strong> . This valuable data will optimize your sales actions. In addition, the list of proposals makes it possible to check and validate these results.<\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8727 size-full\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/RapportDeProjections.png\" alt=\"\" width=\"790\" height=\"652\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/RapportDeProjections.png 790w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/RapportDeProjections-300x248.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/RapportDeProjections-768x634.png 768w\" sizes=\"auto, (max-width: 790px) 100vw, 790px\" \/><\/span><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong>4. The opportunities table<\/strong><\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">Use a table in which you can &#8220;click and drag&#8221; and bring to life your business opportunities linked to amounts in real time. Dynamic and motivating! Add sales targets for your products and watch the funnel adjust automatically.  <\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9049 size-full\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Tableaudeopportunites-1.png\" alt=\"\" width=\"1120\" height=\"545\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Tableaudeopportunites-1.png 1120w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Tableaudeopportunites-1-300x146.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Tableaudeopportunites-1-768x374.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Tableaudeopportunites-1-1024x498.png 1024w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \/><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong>5. The solicitation report<\/strong><\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">Track your salespeople&#8217;s actions weekly, by type of activity or by prospect. A tool that allows you to support your team and direct efforts.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8734 size-full\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/rapport-presentation.png\" alt=\"\" width=\"1326\" height=\"372\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/rapport-presentation.png 1326w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/rapport-presentation-300x84.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/rapport-presentation-768x215.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/rapport-presentation-1024x287.png 1024w\" sizes=\"auto, (max-width: 1326px) 100vw, 1326px\" \/><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\"><strong>6. Dashboards by product, by customer<\/strong><\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">Get results tracking tables by product or customer. Having all the information in hand allows you to make the right decisions.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8694 size-full\" src=\"\/wp-content\/uploads\/2019\/10\/Pr%C3%A9visionVenteparProduits.png\" alt=\"\" width=\"1075\" height=\"228\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9048 size-full\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/TableauDeBordparProduit.png\" alt=\"\" width=\"288\" height=\"104\"><\/p>\n<p><a href=\"\/wp-content\/uploads\/2018\/08\/TableauDeBordparProduit.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3401 aligncenter\" src=\"\/wp-content\/uploads\/2018\/08\/TableauDeBordparProduit.png\" alt=\"\" width=\"288\" height=\"104\"><\/a><\/p>\n<h3><span style=\"font-family: arial,helvetica,sans-serif;\">Bonus alerts and notifications: a system that watches over you<\/span><\/h3>\n<p><span style=\"font-family: arial,helvetica,sans-serif;\">The Collabox offers a series of alerts and warnings to warn you that a task has been completed, that an appointment is scheduled, that a follow-up must be carried out. <\/span><\/p>\n<p><span style=\"font-size: 14pt; font-family: arial,helvetica,sans-serif;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-6622 aligncenter\" src=\"\/wp-content\/uploads\/2019\/06\/Alerte-et-notification-sms-169x300.png\" alt=\"\" width=\"246\" height=\"437\"><\/strong><\/span><\/p>\n<h4><span style=\"font-size: 14pt; font-family: arial,helvetica,sans-serif;\"><strong>Be in control of your business!<\/strong><\/span><\/h4>\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/trucs-et-astuces\/\">Documentary Blog<\/a> to continue using the Collabox!<\/p>\n<p>If you have any questions, please contact us and we will be happy to answer you.<\/p>\n<p>info@collabox.com (418) 907-9274 ext. 120<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Effectively manage your customer relationships and sales Our CRM tools for sales management. Email solicitation and our sales goal boards allow you to quickly obtain information to manage your activities&#8230;<\/p>\n","protected":false},"author":1,"featured_media":27560,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[259],"tags":[],"class_list":{"0":"post-15123","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-your-crm"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sales management - Collabox CRM 100% Quebec.<\/title>\n<meta name=\"description\" content=\"Sales management. Collabox CRM has all the tools to manage your sales. 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